Know Your PMS · Monthly tearsheet
BONANZA PRIMA FUND AGGRESSIVE
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202634 months filedBM: NIFTY 50 TRIBM: BenchmarkBM: NIFTY50TRI
CAGR
9.36%
Total return
28.84%
Max drawdown
-16.75%
Sharpe
0.74
Sortino
0.58
Calmar
0.56
Win months
67.65%
Best / worst month
9.4% / -8.9%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 1.56% | 0.92% | -8.91% | 9.41% | 0.72% | 2.17% | 0.19% | 3.03% | -3.27% | – | – | – | 4.96% |
2025 | -6.78% | -7.85% | 4.67% | 1.13% | 5.01% | 4.37% | -0.97% | -0.99% | 1.13% | 3.56% | -0.05% | -1.37% | 0.88% |
2024 | 4.15% | 0.79% | -1.66% | 4.26% | 1.89% | 6.58% | 4.64% | 0.93% | 1.71% | -3.95% | 0.28% | 0.62% | 21.68% |
2023 | – | – | – | – | – | – | – | – | – | – | – | 0.00% | 0.00% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Feb_2026 | 16.75% | 16 mo |
| Mar_2026 | Mar_2026 | May_2026 | 8.91% | 2 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.27% | 1 mo · open |
| Mar_2024 | Mar_2024 | Apr_2024 | 1.66% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
2 mo
Ann. volatility
13.19%
Downside deviation
16.24%